AgencyZoom is a sales and automation software specifically made for P&C insurance agents.

AgencyZoom

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Filter by Zapier

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

Google Sheets

Casey Nelson

Anytime a new policy sold is created in AgencyZoom, filter my data in Filter by Zapier and create spreadsheet row in Google Sheets.

MIG: GDS AZ Winback -> Sheet Update

“Anytime a new policy sold is created in AgencyZoom, filter my data in Filter by Zapier and create spreadsheet row in Google Sheets.”

Trusted at companies large and small

This Zap works in 3 steps …

Anytime a new policy sold is created in AgencyZoom

Filter my data in Filter by Zapier

Create spreadsheet row in Google Sheets

This Zap uses the following 3 apps

AgencyZoom

Filter by Zapier

Google Sheets

More ways to use these popular apps!